Life - Health Insurance Agent
Sunshine Financial Solutions of South FL
Posted ago
Sunshine Financial Solutions of South FL

Financial Advisor (Licensed Life and Health) 

Our rapidly-expanding insurance agency is looking for a full-time experienced Financial Advisor Sales Agent to join our team!

You’ll grow a list of prospective clients, and be able to help clients reach their financial goals. We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual insurance needs. We’ll provide ongoing training and support on products from the agency and home office. We believe in the importance of marketing and will assist you with networking, and marketing and provide resources to help you reach - and exceed - your sales goals by giving you the opportunity to work with some of the top producers in the industry. If you have a strong drive to succeed, great communication skills, outstanding customer service skills, and are looking to take your Financial Advisory Career to the next level and beyond- we’d love to hear from you.

NOTE: The screening assessment questions that you'll be prompted to answer AFTER you apply MUST be submitted in order to be considered for the position and potentially move to the next step. APPLY TODAY!


  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • In addition to your own prospecting ability and the assistance of our lead generation system you'll be responsible for scheduling new appointments
  • Manage product applications and keep up to date with the processing of new applications according to the individual carrier product requirements
  • Continuously provide outstanding professional customer service by being courteous to our clients and respecting their privacy at all times while onboarding new clients and/or maintaining existing clients


  • MUST have an Active Life License in the state you reside in (But having BOTH Life and Health License is GREATLY VALUED)
  • This is a remote position in the United States, so you must reside in the U.S. and be able to legally work in the United States.
  • Insurance Sales and/or prior Customer Service experience is highly valued
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Excellent verbal and written communication skills required

$90,000 - $120,000 yearly
About Sunshine Financial Solutions of South FL

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